Smart Investor Opportunities

5 days ago

Aligarh, Uttar Pradesh, India beBeeInvestor Full time ₹ 90,00,000 - ₹ 1,20,00,000

About us:

At Stack Wealth, we're on a mission to reimagine wealth management for India's emerging affluent.

We believe the private wealth experience shouldn't be limited to a select few—and we're building a platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

Our team has deep experience across finance, product, and technology, and we're backed by world-class investors.

Since our inception, over 1 lakh clients have trusted us with ₹100+ crores in assets, a testament to the trust we're building in India's next generation of investors.

We're not here to follow the playbook—we're here to write a new one.

About the Role:

We're seeking a smart, driven Wealth Manager who thrives on building relationships and closing deals. You'll be the face of our personalised wealth management platform—helping clients make smarter investment decisions while growing their wealth.

If you're great at building trust, explaining markets in plain English, and following through till the deal is done, you'll fit right in.

Key Responsibilities:

  1. Be the first point of contact for prospects—understand their profile, explain our advisory model, and onboard them into our platform.
  2. Manage your sales pipeline like a pro. Follow up, close deals, hit your acquisition targets.
  3. Run quarterly video reviews with each client—break down portfolio performance, compare it to benchmarks, answer queries, build trust.
  4. Keep the communication flowing—emails, calls, nudges, updates—ensure clients always feel informed and taken care of.
  5. Spot opportunities to grow each portfolio—cross-sell PMS, upsell allocations, deepen wallet share.
  6. Dive into client portfolios and suggest smart improvements, all in line with our core investment philosophy.

Requirements:

  1. 2+ years of experience in sales or advisory roles in financial services
  2. Strong academic background
  3. Exceptional communication skills—clear, confident, and convincing
  4. Deep knowledge of financial markets, MFs, stocks, and investment strategies
  5. High sales ownership and strong relationship-building instincts
  6. Ability to explain complex investment methodology to clients in simple terms

Why Join Us:

By joining us, you'll be part of a fast-moving startup that genuinely cares about building something valuable. If you love sales, markets, and helping people grow their wealth—you'll love it here.

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